XML Financial Group has been ranked No. 5 among the largest wealth management firms in the Greater Washington, D.C. area by the Washington Business Journal.

The 2026 ranking includes 33 wealth management firms across the Greater Washington region and is based primarily on the number of financial planners working in the local market. The list includes firms with operations across Washington, D.C., Maryland and Northern Virginia.

For XML, this recognition reflects the continued growth of our team and our presence in the communities we serve. While rankings offer one way to measure growth, we believe the more meaningful measure is the relationships we build with our clients. Our team continues to grow with a focus on providing thoughtful financial planning, investment management, and ongoing guidance as our clients' needs evolve.

We are grateful to our clients for the trust they place in us and to our team for the work they do every day to support them.

View the Washington Business Journal's full ranking of the 33 largest wealth management firms in Greater Washington.

About the ranking and methodology: The Washington Business Journal's 2026 list of the 33 largest wealth management firms in Greater Washington was published on August 21, 2026. Firms are ranked by the number of metro-area financial planners. The list was locally researched by the Washington Business Journal, with company-reported information serving as the source. Revenue was used as a tie-breaker. Questions? Contact Carolyn M. Proctor, Washington Business Journal